Skip to content

Capital Wealth Planning, LLC: FAST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on FAST, newest first. How the timeline and the estimate are built.

Capital Wealth Planning, LLC held 1,709,600 FAST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,709,600 shares
    Change vs previous 13F -117 shares

    0.41% of the 13F portfolio, value $82,112,088.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,709,717 shares
    Change vs previous 13F -646,083 shares

    0.44% of the 13F portfolio, value $79,330,869.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,355,800 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $94,538,254.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,355,800 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $115,528,432.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,355,800 shares
    Change vs previous 13F +1,177,872 shares

    0.78% of the 13F portfolio, value $98,943,600.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,177,928 shares
    Change vs previous 13F +28 shares

    0.79% of the 13F portfolio, value $91,348,316.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,177,900 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $84,702,789.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,177,900 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $84,125,618.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).